Meetings and conversations
What the two kinds of session have in common, how they differ, and the four tabs both of them have.
A session is one piece of work with an agent. There are two kinds and they are more alike than not.
A meeting is a live voice call. You talk, the agent listens, and a transcript builds as you go. A conversation is a text chat. You type, the agent replies as it writes.
Both belong to an organization, both are usually linked to a record, and both produce the same things afterwards.
The four tabs
Every session, of either kind, has the same four tabs.
| Tab | What is on it |
|---|---|
| Chat | The transcript, the messages, and the composer |
| Signals | What Auron noticed inside this session |
| Automations | The automations bound to this agent, and their latest runs |
| Artefacts | Reports, extracted documents, video analysis and saved cards |
In a chat the last tab reads Artifacts rather than Artefacts. It is the same tab.
In a chat you have not sent yet, only Chat is available. The other three are dimmed and locked until the first message creates the session.
Where they differ
| Voice call | Chat | |
|---|---|---|
| How you talk to it | Speaking, and typing when you need to | Typing |
| What the transcript holds | What was said, attributed to each speaker, plus anything typed | The messages |
| Attachments | Photos, camera and video | Photos and camera |
| Knowledge base files | Not from the call screen | Attach files to a message |
| Can be converted | Already a meeting | Can be turned into a meeting |
| Needs a connection | Yes, throughout | Yes, to send and receive |
Titles
A session is titled from the record it is about, so a day's work reads as a list of accounts rather than a list of times. You can rename it, and a meeting can regenerate its own title from what was actually discussed.
What comes out of a session
Signals are detected as it goes, and are read-only on the phone. Reports and artefacts are things you ask for. Automations bound to the agent may fire on their own and may ask you to approve something.
Voice calls
Starting a call, the call screen, the four agent modes, and reading the transcript.
Chats
Typing to an agent, attaching photos and knowledge base files, and turning a chat into a call.
Signals
The intents, risks and shifts Auron picked up, with the quote each one came from.
Automations in a session
What is bound to this agent, what its last run did, and any approval waiting on you.